Describe a task in plain language. Slimaco creates an agent, picks its tools and company knowledge, and then runs it on demand or on a schedule. Important actions wait for human approval.
Payment remindersdaily, 9:00 am2 waiting for approval
Brief for managementdaily, 7:00 amActive
Every Friday at 2:00 pm, check Pipedrive for deals with no contact for 2 weeks and send the list to sales on Slack.
Slimaco creates the agentPipedrive, Slack · Fridays, 2:00 pm
How an automation is created
No coding and no IT project
You don’t have to draw diagrams or configure workflows. You describe what should happen, and Slimaco prepares the rest.
1You describe the task
What the agent should do, where to get the data, who gets the result and when to run.
2Slimaco creates the agent
It picks the apps, company knowledge and schedule. Important actions, e.g. sending to customers, wait for approval.
3The agent works, you decide
Every action is logged. You approve every run or, after the first run, approve the action for a set period.
Examples by department
Where companies start
You can describe any of these automations in your own words and adapt it to your company.
19 examples
SalesScheduled · every hour · quotes inbox
Reply to a request for quotation
Finds new inquiries in the mailbox and identifies the customer in HubSpot
Selects products, prices and discounts based on the current price list and commercial terms
Prepares a draft quote and reply to the customer
Approval: The salesperson reviews and approves the quote before it is sent
ResultThe customer gets a reply faster, and the deal in CRM is filled in right away.
AppsGmailHubSpotGoogle Drive
SalesScheduled · daily at 7:30 am
Brief before a customer meeting
Checks today’s customer meetings in the calendar
Collects contact history from CRM and recent emails
Adds current information about the customer’s company from the web
Control: The brief goes only to you. The agent sends nothing outside
ResultYou start every meeting with full context, without searching your inbox.
AppsOutlookSalesforce
SalesScheduled · every Friday at 2:00 pm
Deals without contact
Finds deals in Pipedrive with no activity for more than 14 days
Summarizes the last contact and suggests a next step
Sends the list to salespeople on Slack
Approval: The agent only prepares messages to customers; the salesperson sends them
ResultDeals don’t quietly go cold.
AppsPipedriveSlack
Customer serviceScheduled · every hour · complaints inbox
Complaints by the current procedure
Identifies new tickets and checks whether they are complete
Calculates the handling deadline based on the complaints procedure and the customer’s contract
Creates a ticket in HubSpot and prepares a reply to the customer
Approval: A customer service employee approves the reply before it is sent
ResultDeadlines are calculated by the procedure version in force, not by an employee’s memory.
AppsOutlookHubSpot
Customer serviceScheduled · every Monday at 8:00 am
Weekly complaints report
Pulls open complaints from HubSpot
Flags cases at risk of missing the deadline
Prepares a summary for shift managers
Approval: The first send waits for your approval
ResultManagers start the week with a list of cases that need action.
AppsHubSpotOutlook
Customer serviceOn demand · from the mailbox
Answers to recurring questions
An employee asks Slimaco to answer a customer’s email
Slimaco looks for the answer in approved company knowledge
Prepares a draft with its source
Approval: The employee sends the reply after checking it
ResultNew people answer like experienced ones because they use the same knowledge.
AppsGmail
FinanceScheduled · daily at 9:00 am
Payment reminders
Checks the receivables sheet on OneDrive
Selects overdue payments and checks the contact history with the customer
Prepares reminders in a tone that fits the customer relationship
Approval: Accounting approves every message
ResultReminders go out regularly, not when someone finds the time.
AppsOneDriveOutlook
FinanceScheduled · every Monday at 7:00 am
Cost invoice summary
Collects invoices from a dedicated mailbox
Reads the supplier, amount and payment due date
Creates a summary in a spreadsheet and flags items to clarify
Approval: Items to clarify go to a person in accounting
ResultAccounting gets a ready list instead of a pile of attachments.
AppsGmailGoogle Drive
FinanceScheduled · first business day of the month
Monthly report for management
Collects data from finance spreadsheets and CRM
Compares results with the previous month and the budget
Prepares a summary with comments on variances
Approval: The CFO approves the report before it is sent
ResultManagement gets the report on time, in the same format every month.
AppsOneDriveHubSpotOutlook
HROn demand · HR provides the role and start date
A new person’s first week
Builds a first-week plan according to the onboarding procedure for the role
Schedules introductory meetings in the team’s calendars
Prepares a welcome email with a list of documents to read
Approval: HR approves the plan and invitations
ResultFrom day one the new person knows what to do and whom to ask. The onboarding assistant answers the rest of their questions.
AppsOutlookMicrosoft Teams
HROn demand · chat with the HR assistant
Employee questions about policies
An employee asks about leave, business travel or benefits
The assistant answers based on internal policies, with the source
Passes unusual cases to HR with a summary
Control: The assistant sees only documents it has permission to see
ResultHR answers fewer recurring questions.
AppsMicrosoft TeamsSlack
HRScheduled · every Monday at 8:00 am
Training and certification deadlines
Checks expiring trainings and certifications in a spreadsheet
Selects people with a deadline within 30 days
Reminds them and their managers, and proposes a date in the calendar
Control: Reminders go only to company employees
ResultNobody loses a certification because of a missed deadline.
AppsGoogle DriveGoogle Calendar
Operations and productionScheduled · daily at 8:00 am
Morning order status
Collects task statuses from Jira and Asana
Adds deadline changes reported by suppliers by email
Sends managers a short summary with a list of risks
Control: The summary goes only to the team
ResultEveryone knows what’s delayed before someone calls to ask.
AppsJiraAsanaOutlook
Operations and productionOn demand · a process engineer forwards the inquiry
Preliminary quote for an inquiry with a drawing
Reads the specification and PDF drawing: material, quantity, operations
Finds similar parts quoted earlier and their costs
Prepares a draft quote with assumptions to check
Approval: The process engineer corrects and approves the quote
ResultThe process engineer checks and corrects the quote instead of calculating it from scratch.
AppsOutlookOneDrive
Operations and productionOn demand · the quality team adds a questionnaire
Customer audit questionnaire
Matches questions to procedures, certificates and inspection results
Prepares answers pointing to the source document
Flags questions that company knowledge has no answer to
Approval: The quality manager approves the whole questionnaire
ResultThe quality team verifies answers instead of writing them from scratch.
AppsMicrosoft 365
Operations and productionOn demand · after a meeting
Meeting agreements as tasks
Reads the meeting note or summary
Extracts agreements, owners and deadlines
Creates tasks in Asana and sends a summary to participants
Approval: The organizer approves the task list
ResultAgreements don’t stay in notes; they become tasks with an owner.
AppsAsanaMicrosoft Teams
ManagementScheduled · daily at 7:00 am
Morning brief for management
Reviews the day’s most important emails and meetings
Collects new agreements from knowledge mining and decisions waiting for management
Adds the sales status from CRM and open project risks
Control: The brief goes only to you
ResultYou start the day with what needs your decision.
AppsOutlookHubSpotJira
ManagementScheduled · every Friday at 2:00 pm
Weekly department review
Collects sales results, complaints and project statuses
Compares them with the previous week
Prepares a one-page summary
Control: The summary goes only to management
ResultOne page instead of five department reports.
AppsSalesforceAsanaOutlook
ManagementScheduled · every Monday at 7:00 am
Market and competitor monitoring
Researches selected competitors and the industry on the web
Compares new information with what the company already knows
Prepares a short summary of changes
Control: The summary goes only to management
ResultMarket changes reach management without manual tracking.
AppsWeb research
What agents can do
An agent does the work, not just answers
They read and write data
Available
They pull data from CRM, email, calendars, spreadsheets and project tools. They update records and create tasks.
They write drafts
Available
Emails, quotes, customer replies, summaries and reports in the company’s style, based on its knowledge.
They run on a schedule
Available
Daily, weekly or hourly. Or on demand, when someone gives the Slimaco assistant a task.
They work on company knowledge
Available
Procedures, price lists, commercial terms and agreements from email. Once a change is approved, agents use the new version right away.
They do research
Available
When information is missing inside the company, they search the web and combine the results with what the company already knows.
They wait for approval
Available
On every run, or once after the first run for a set period. Every agent run is logged.
Integrations
Connects with the apps you already use
Microsoft 365 and Google Workspace plus 1,000+ other apps. Agents work in them with the permissions you grant.
Outlook
Gmail
Kalendarz Google
Microsoft 365
OneDrive
Dysk Google
Microsoft Teams
Slack
HubSpot
Pipedrive
Salesforce
Jira
Asana
Notion
Trello
CRM and salesEmail and calendarsMessagingDocuments and drivesProject managementFinance and accountingE-commerceMarketingHRData and analyticsCustomer service
Try Slimaco on your own emails, documents and processes
In a week you’ll know whether Slimaco works in your company. You connect mailboxes and documents, describe your first task and check the result on your own data.
No card and no commitment
An account with unlimited users for 7 days, with a pool of 5,000 AI credits
Gmail
HubSpotGoogle Drive
Salesforce
Pipedrive
Slack
Microsoft Teams
Asana
Microsoft 365
